Jacob Lee, Cpfa®

Jacob Lee, Cpfa® Email and Phone Number

Employee Benefits Specialist at Total Benefit Systems @ Total Benefit Systems
Jacob Lee, Cpfa®'s Location
Flint, Michigan, United States, United States
Jacob Lee, Cpfa®'s Contact Details

Jacob Lee, Cpfa® work email

Jacob Lee, Cpfa® personal email

n/a
About Jacob Lee, Cpfa®

Employee Benefits Specialist at Total Benefit Systems Inc. University of Michigan and Ross School of Business Alum. Four Year Varsity Letterman in track at the University of Michigan and All-American at Grand Valley State University in Cross Country.

Jacob Lee, Cpfa®'s Current Company Details
Total Benefit Systems

Total Benefit Systems

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Employee Benefits Specialist at Total Benefit Systems
Jacob Lee, Cpfa® Work Experience Details
  • Total Benefit Systems
    Employee Benefits Specialist
    Total Benefit Systems Jun 2022 - Present
    Flint, Michigan, Us
    View
  • Ddr Wealth Advisors
    Financial Consultant
    Ddr Wealth Advisors Apr 2023 - Present
    • Securities and advisory services offered through LPL Financial, a Registered Investment Advisor, Member FINRA/SIPC. For hyperlinks to FINRA and SIPC, please refer to the 'Contact Info' section above. DDR Wealth Advisors and LPL Financial are separate entities.• Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness.• The financial professionals associated with LPL Financial may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.​
    View
  • Blue Cross Blue Shield Of Michigan
    Intern
    Blue Cross Blue Shield Of Michigan May 2019 - Aug 2019
    Detroit, Michigan, Us
    Worked with the Health Plan Business Strategy Team. Built a Business Dashboard for that sector of the enterprise and presented the Dashboard to the Director and Senior Director of HPB Strategy. Also set the framework for a Competitive Intelligence project and a Request For Proposal Scrubbing Project.
    View
  • Engineered Products Company (Epco)
    Assistant Supervisor
    Engineered Products Company (Epco) Apr 2017 - Jul 2017
    Minnetonka, Minnesota, Us
    Performed and managed daily operations and maintenance projects of the enterprise
    View

Jacob Lee, Cpfa® Education Details

  • University Of Michigan - Stephen M. Ross School Of Business
    University Of Michigan - Stephen M. Ross School Of Business
    Master Of Management
  • University Of Michigan
    University Of Michigan
    Economics
  • Grand Valley State University
    Grand Valley State University
    Financial Planning Education

Frequently Asked Questions about Jacob Lee, Cpfa®

What company does Jacob Lee, Cpfa® work for?

Jacob Lee, Cpfa® works for Total Benefit Systems

What is Jacob Lee, Cpfa®'s role at the current company?

Jacob Lee, Cpfa®'s current role is Employee Benefits Specialist at Total Benefit Systems.

What is Jacob Lee, Cpfa®'s email address?

Jacob Lee, Cpfa®'s email address is jl****@****ems.com

What schools did Jacob Lee, Cpfa® attend?

Jacob Lee, Cpfa® attended University Of Michigan - Stephen M. Ross School Of Business, University Of Michigan, Grand Valley State University.

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